Auto-Provisioning

What is Auto-Provisioning?

With auto-provisioning, Bitium admins can actually create brand new accounts (i.e. “seats”) in underlying apps that support the functionality. The net result is that when adding new employee, admins will be able to set them up not just in Bitium, but in multiple applications, from one place, without having to go to each underlying app separately.

Which of my Apps Support Auto-Provisioning?

Auto-provisioning is only available for apps that allow Bitium to integrate with their account creation APIs. If you are an admin of your Bitium account, you can check to see which of your apps have auto-provisioning available by going to “Manage Apps” in your admin menu and adding the Auto-Provisioning column to the list by selecting it from the “Show” menu. Thereafter, you will see an “Auto-Provisioning” column on your Manage Apps page. It will be blank for apps that do not support auto-provisioning, and will show the auto-provisioning status for apps that support it. If you would like to request auto-provisioning for an app that does not support it, please use the Contact Us form or email the request to support@bitium.com. After we receive your request, we will contact the app provider to see if their app is compatible with auto-provisioning functionality.

How it Works

There are two different ways to kick off the auto-provisioning process.

Method 1: App-based auto-provisioning

An admin creates a user in Bitium and assigns an app to them. Bitium then automatically creates the account for the user in the underlying app.

Example: Company TestCo requires each employee to have a SalesForce account, a HipChat account, and a Yammer account. They set up auto-provisioning (as outlined below). Thereafter, any time a new user is created in TestCo’s Bitium account and SalesForce, HipChat, and Yammer are assigned to them, Bitium will interact directly with the apps so that the user will ayutomaticall have accounts created in each app, and they will be able to access them directly from Bitium.

Method 2: Group-based auto-provisioning

An Administrator creates a user in Bitium and puts them into a Group. Based on the Groups settings and associated apps, Bitium will automatically create the appropriate accounts directly within the app for the new user.

Example: Company TestCo requires each employee to have a SalesForce account, a HipChat account, and a Yammer account. They set up auto-provisioning (as outlined below) and add those apps to the Sales Group. Thereafter, as soon as a new user is added to TestCo’s Bitium account and added to the Sales group, Bitium will communicate directly with SalesForce, HipChat, and Yammer and the User will also have accounts for all three of those Apps and be able to access them directly from Bitium.

How to Implement

Method 1: App-based auto-provisioning

  1. Click “Manage Apps” and select “Add an App” to add the application to Bitium.

  2. Once added, select the app itself from the “Manage Apps” page.

  3. Click “Assign Users in the upper right-hand corner of the screen.

    Assign users to auto-provision accounts

  4. You will be prompted to input admin credentials (password or api key) for the account. The admin account must have permissions to add seats.

  5. Click “Confirm.”

    Enter in admin credentials to enable API Connection

  6. Click “Assign Users.” Bitum will map existing accounts (those that have Bitium accounts with those that have accounts in the application). Bitium will also reveal any user accounts that exist in the application but not in Bitium.

    Connection of existing accounts

  7. Select the users you’d like to auto-provision or create seats for in the underlying application.

    Select users to auto-provision accounts

  8. Click the “Create a New User Account” radio button. Bitium will pre-fill the name, and username/email. Bitium will also set a temporary password for the applications that allow us to (Google Apps, Salesforce, etc.). For those apps that we can’t set a password for, the user will receive an email notification where they will set their own password.

    Selection opton to create new account

  9. Click “Done.”

Method 2: Group-based auto-provisioning

  1. Click “Settings” and select “Assignment Settings”

  2. In the Group Auto-Provisioning section, select either “Automatically provision all apps” or “Set on a per app basis. By default, apps will not auto provision.” This means that whenever you add a user to a group, that user will automatically be auto-provisioned a new seat in the underlying application (we will not auto-provision a user with an existing account as long as the email address is the same). We recommend that you set auto-provisioning to be configured on a per app basis.

  3. Select the default username configuration (i.e. what the user/login name convention for the applications will be).

  4. Click “Save Settings.”

    Set Group Auto-Provisioning settings

  5. If you enabled the setting to set auto-provisioning on a per app basis, navigate to “Manage Apps” and select the specific application.

  6. Click the “Settings” tab.

  7. Turn the “Group Auto Provisioning” toggle to ON.

    Enable auto-provisioning at app level

User Experience

  1. After a user is provisioned a new seat, that user will receive an email notifying them of their new account.

  2. The user will click the activation link in the email.

    New account activation link

  3. The user will then register with the application. The user will set a password IF a temp password couldn’t be set from within Bitium. If a password was set by an admin, the user will likely set a new password upon login.

    Register a password

  4. The user will be passed into the application. Once the user authenticates into the app for the first time, the new user account will now be viewable by admins in the “Users” section for that app.

    New User Accounts